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Saturday, June 4, 2022

12:00 PM
(2h 5m)
PFP22101A1. PFP Business Models: True Stories from Successful CPAs - Part I
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee
2:00 PM
(50m)
PFP22101A2. PFP Business Models: True Stories from Successful CPAs - Part II
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee
3:00 PM
(1h 15m)
PFS22101. PFS Live! Workshop: PFP Body of Knowledge Overview
Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee
(2h 5m)
PFP22101A3. Regulatory and Compliance Issues
Erik Ordal

President

Guardian Wealth Advisors, LLC

Ellen Bruno

President

Compliance Advisor Professionals,LLC

Dirk Edwards

Partner

Edwards Bradley PC

Pre-Conference Optional Workshop Additional Fee
4:00 PM
(1h 15m)
PFS22102. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 1
Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee

Sunday, June 5, 2022

8:00 AM
(1h 15m)
PFP22101B1. How to Secure, Price, and Structure the PFP Engagement
Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee
9:00 AM
(1h 25m)
PFP22101B2. Technology Topics for PFP
Joel Bruckenstein

President

Technology Tools for Today (T3)

Pre-Conference Optional Workshop Additional Fee
(1h 15m)
PFS22103. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 2
Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee
11:00 AM
(1h)
PFP22101B3. Business Model Roundtables
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee
(1h 15m)
PFS22104. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 3
Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee
1:00 PM
(50m)
PFP22101B4. Where are They Now?
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Mark Astrinos

Principal & Founder

Libra Wealth

Pre-Conference Optional Workshop Additional Fee
(1h 40m)
PFS22105. PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 4
Daniel Snyder

Director - Personal Financial Planning (PA)

Association of International Certified Professional Accountants

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Pre-Conference Optional Workshop Additional Fee
(1h 35m)
PFP22101B5. Effectively Communicating with Your Clients
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee
3:00 PM
(1h 40m)
PFS22106. PFS Experienced Assessment (Proctored Assessment of 100 minutes)
Pre-Conference Optional Workshop Additional Fee
(1h 10m)
PFP22101B6. Next Steps: Practical Advice from the Panel and Q&A
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Pre-Conference Optional Workshop Additional Fee
4:00 PM
(1h)
ENGAGE - How it works (Onsite Only)
(3h)
Registration

Monday, June 6, 2022

7:00 AM
(1h)
Continental Breakfast
(11h 30m)
Registration
(15m)
ENGAGE Morning Studio
9:00 AM
(1h 15m)
ENG22ACCEL. Investing in Innovation, Emerging Trends in FinTech & ESG Solutions
Kacee Johnson

Vice President, Strategy & Innovation

CPA.com

(1h 15m)
NAA2201. AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance
Susan Coffey

Chief Executive Officer - Public Accounting

Association of International Certified Professional Accountants

(1h 15m)
PFP2201. Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards
David Lebovitz

Executive Director & Global Market Strategist

J.P. Morgan Asset Management

10:00 AM
(30m)
Networking Break
11:00 AM
(50m)
DCPA2202. Featuring Finance and FinTech in your Client Advisory Practice
Jeremiah LaRue

Product Marketing Manager

CPA.com

Charles Groome

VP of Marketing

Biz2Credit

(50m)
EST2202. Community Property Basics for Accountants and other Planners
Jody Bryson

Counsel

Perkins Coie LLP

Paula Goodwin

Partner

Perkins Coie LLP

(50m)
NAA2203. Remote Audit - Impact for the Future
Sara Lord

Chief Auditor

RSM US LLP

Jim Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA

(50m)
NAA2204. Ethics Update - A Peek at PEEC
Lisa Snyder

Nat'l Managing Partner - Independence

BDO

Toni Lee-Andrews

Director - Professional Ethics

AICPA

(50m)
PFP2202. Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts
Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

(50m)
PFP2203. Succession Planning Case Studies
Steven Siegel

President

The Siegel Group

(50m)
PFP2204. 2022 Strategic and Tactical Themes
Robert Montella

Senior Strategist

Goldman Sachs

12:00 PM
(1h 25m)
Lunch
(1h 25m)
Virtual Caricatures
(1h 25m)
PFP Forum Lunch
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

(1h)
Virtual Jeopardy
1:00 PM
(1h 15m)
DCPA2201. CAS Workflow and a Continuous Close, Not Just a Myth
Dixie McCurley

Principal, Digital Advisory, Client Accounting Services Leader

Cherry Bekaert LLP

(1h 15m)
ENG2202. How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)
Alfred Ko

Partner

RSM US LLP

Ken Bouyer

Americas DEI Recruiting Leader

EY

Kimberly Ellison-Taylor

ASEC Member and CEO

KET Solutions, LLC

(1h 15m)
EST2204. Legislation and Regulation Updates
Robert Keebler

Partner

Keebler and Associates, LLP

(1h 15m)
NAA2205. ARSC & ASB Update
Denny Ard

Partner

Dixon Hughes Goodman LLP

Jennifer Burns

Chief Auditor

AICPA

(1h 15m)
PFP2206. Ideate, Create and Elevate: Systematizing Your Practice
Jimmy Williams

President and Founder

Compass Capital Management, LLC

(1h 15m)
PFP2221. Estate Planning Themes For 2022 and Beyond
Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

3:00 PM
(1h 15m)
ENG2204. From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)
Wynde Jones

Owner

The Jones Agency

Nick Moore

Senior Manager, LGBTQ+ Initiatives Committee Co-Chair

Grant Thornton LLP

Ozoemena Nnamadim

Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair

Deloitte & Touche LLP

(1h 15m)
EST2205. Inbound Tax Planning
Scott Bowman

Partner

McDermott Will & Emery LLP

Irene Estrada

Managing Director

PwC

(1h 15m)
EST2206. The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond
Carrie Harrington

Partner/Department Chair

Levenfeld Pearlstein, LLC

CAROL HARRINGTON

Senior Counsel

McDermott Will & Emery LLP

(1h 15m)
NAA2206. The New Risk Assessment Standard and Audit Guide - Implementation at Smaller Firms
Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

Charles Landes

Distinguished Fellow- Center for Plain English Accounting

AICPA, retired

(1h 15m)
NAA2207. Single Audit Update
Kim McCormick

Partner, Audit Services

Grant Thornton

(1h 15m)
PFP2208. What To Do When a Strategy Performs Poorly
Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

(1h 15m)
PFP2209. Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients
Joseph Abraham

Data Specialist

Truepoint Wealth Counsel

Claire Gallant

Managing Advisor

Commas

(1h 15m)
PFP2210. Guaranteed Income: The Forgotten Household Asset
David Blanchett

Head of Retirement Research

PGIM

6:00 PM
(25m)
ENG22EL08. Education Lab #2 (6:15pm) Increase Your Value as a Client Advisor, presented by Wolters Kluwer
Colleen Knuff

Vice President of Audit Product Management

Wolters Kluwer

Tuesday, June 7, 2022

6:00 AM
(1h)
Yoga with Amy Vetter (Onsite Only)
(30m)
Focus and Center Meditation
(1h 30m)
Breakfast
(11h)
Registration
7:00 AM
(50m)
ENG22SS01. Leading with Tax Advisory in your Practice, presented by Intuit
Jim Buffington

Advisory Services Leader

Intuit Accountants

(50m)
ENG22SS02. Rewriting the Book on Auditing, presented by Wolters Kluwer
Colleen Knuff

Vice President of Audit Product Management

Wolters Kluwer

(50m)
ENG22SS04. How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy
Andrew Berg

Managing Partner

Berg Advisors

Larry Furr

Chief Product Officer

Canopy Inc.

Michelle Lundberg

Director of Product Marketing

Canopy Inc.

Michael Salmon

Sales Director

Canopy Inc.

(50m)
ENG22SS05. Building the CPA Firm of the Future, presented by Avantax
Laurie Stack

VP of Business Development

Avantax

Bob Carey

Wealth Advisor, CPA

Carey & Hanna Tax & Wealth Planners

(50m)
ENG22SS06. Winning & Retaining HNW Clients, presented by City National Rochdale
Vern Montross

Western Division Managing Director, Senior Investment Consultant

City National Rochdale

(50m)
ENG22SS13. Bring APIs to life, taking theory and converting it to practical use, presented by Thomson Reuters
Allen Stahl

Strategic Technology Manager

Thomson Reuters

Calvin Leong

Manager, API Strategy & Sales

Thomson Reuters

(15m)
ENGAGE Morning Studio
8:00 AM
(1h 15m)
EDGE2201. Becoming a Powerful and Effective Delegator
Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

(1h 15m)
ENG2205. Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX)
Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

(1h 15m)
EST2207. Grantor Trust Planning
Steven Siegel

President

The Siegel Group

(1h 15m)
FIN2201. Future of Finance AICPA Initiatives Panel
Joseph Radziewicz

VP Corporate Controller

Stanley Black and Decker

Denise Dettingmeijer

CFO, NA

Randstad

Azhar Syed

CEO, Board Member, Executive Coach

Leading Insights LLC

Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

(1h 15m)
NAA2208. FASB Update
Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

(1h 15m)
PFP2211. Challenging Times: Charting the Economic Path of the US Amid Tumultuous Events at Home and Abroad| preceded by the PFP Lifetime Achievement Award
Scott Orr

Vice President Government Relations, Head of Southern Regional Public Affairs

Fidelity Investments

Jill Schlesinger

Business Analyst

CBS News

(1h 15m)
PST2201. Inspector Gadget
David Cieslak

EVP, Chief Cloud Officer

RKL eSolutions, LLC

(1h 15m)
TAX2211. Partnership Tax Update
Joseramon Carrasco

Managing Director

Grant Thornton LLP

Sarah Allen-Anthony

Partner

Crowe LLP

9:00 AM
(1h 15m)
DCPA2208. Winning Larger Engagements with Subscription-based Pricing
Ed Kless

Senior Director of Partner Development and Strategy

Sage

(1h 15m)
EDGE2202. Overcoming Your Inner Debbie Downer
Jaclyn Badeau

President

Badeau Consulting, LLC

(1h 15m)
ENG2209. Interview on Retirement Rights and Wrongs (PFP, EST, TAX)
Bob Veres

Editor

Inside Information

James Shambo

Retired

N/A

(1h 15m)
EST2208. Workshop: All Things Roth
Stephen Bigge

Partner

Keebler & Associates, LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

(1h 15m)
FIN2203. Accelerate the Close
Jason Young

Corporate Controller

Cask NX

Michael Leon

Chief Accounting Officer & Corporate Controller

Sealed Air

(1h 15m)
NAA2209. Not-for-Profit Accounting Panel
Jennifer Hoffman

National Not-for-Profit Audit Leader

Grant Thornton LLP

Melisa Galasso

CEO

Galasso Learning Solutions

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

(1h 15m)
NAA2210. Leases (ASC 842) - Implementation Best Practices
Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

Mike Cheng

Partner

Frazier & Deeter

(1h 15m)
PFP2212. Rising Rates: Is it Time to Abandon Fixed Income?
Brent Burns

President and Founding Partner

Asset Dedication

Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

Robert Huebscher

CEO

Advisor Perspectives

(1h 15m)
PFP2213. Skills to Hire for the Future
Rebecca Fender

Head, Strategy and Governance for Research, Advocacy, and Standards

CFA Institute

(1h 15m)
PST2202. TECH Tips & Tricks
Wesley Hartman

Founder

Automata Practice Development

Byron Patrick

General Manager

Botkeeper

(1h 15m)
PST2203. CAS Benchmark Survey Results – Insights into High Performing Practices
Scott Lazarone

Partner

Faulk & Winkler

Beth Allen

Partner

GreerWalker

Amy Bridges

Professional Development Manager

CPA.com

(1h 15m)
TAX2209. Individual Tax Update
Sharon Kreider

Owner

KREIDERCPA

Karen Brosi

Owner

Karen Brosi, EA, CFP, a LLC

10:00 AM
(45m)
Networking Break
(6h 45m)
Exhibit Hall Open
11:00 AM
(1h 15m)
EDGE2203. Building Trust in a Hybrid World
Rebecca Tillemans

Leadership Coach

pLink Leadership

(1h 15m)
ENG2210. 2022 IRA and Retirement Planning Update (PFP, EST, TAX)
Ed Slott

Partner

Ed Slott and Company, LLC

(1h 15m)
ENG2211. Peer Review Update
Brian Bluhm

Chief Quality Officer

Eide Bailly LLP

Jim Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA

(1h 15m)
EST2209. Planning for Closely-held Businesses
Gary Zwick

Attorney

Walter | Haverfield LLP

(1h 15m)
FIN2205. How to Develop Staff to Think Critically
Kristine Lemanski

CFO

AssuredPartners Aerospace

Ash Noah

VP Managing Director, Learning, Education and Development

AICPA

(1h 15m)
NAA2212. Stump the Chumps
Michael Brand

Member

BMSS, LLC

Sara Lord

Chief Auditor

RSM US LLP

Denny Ard

Partner

Dixon Hughes Goodman LLP

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

(1h 15m)
NAA2213. Evidence and Analytical Procedures Risk
Samantha Bowling

Partner

Garbelman Winslow CPAs

Lynford Graham

Visiting Professor and Executive in Residence

Bentley University

(1h 15m)
PFP2214. A Goals-Based Approach to Retirement Income Planning
Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

(1h 15m)
PFP2215. Investment Best Ideas Panel
Paula McMillan

Wealth Advisor

Stearns Financial Group

Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

(1h 15m)
PFP2216. Preparing to be Purchased and/or Sold
Robin Young

President

Northstar Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

(1h 15m)
PST2204. RPA and AI: Use cases for CPA's
Wesley Hartman

Founder

Automata Practice Development

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises

(1h 15m)
PST2205. Driving Employee Engagement and Retention
Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

(1h 15m)
TAX2202. 1031 Exchanges
Martin Verdick

Senior Director

RSM US LLP

12:00 PM
2:00 PM
(1h 15m)
DCPA2204. CAS2.0: Taking Your Advisory Practice to the Next Level
Becky Munson

CAS Practice Leader

YourBooks Outsourced Accounting

Kane Polakoff

National Practice Leader, Client Accounting Advisory Services

UHY

Kalil Merhib

Vice President, Growth & Professional Services

CPA.com

(1h 15m)
ENG2212. Driving Value from ESG Reporting (NAA, PST, FIN, EDGE)
Kenneth Witt

Associate Technical Director, MA R&D

Association of International Certified Professional Accountants

Susan Urish

Partner, Innovation and Business Strategy

Urish Popeck & Co., LLC (BDO Alliance)

Alyssa Rade

Chief Sustainability Officer

Sustain.Life

Lori Kaczynski

VP, Internal Audit and Chief Audit Executive

Graphic Packaging International

Ami Beers

Senior Director - Assurance and Advisory Innovation

AICPA

(1h 15m)
ENG2213. Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)
Keith Schiller

Attorney-Shareholder

Schiller Law, a Professional Law Corporation

Mary Kay Foss

CPA

Mary Kay Foss CPA

(1h 15m)
EST2211. Making Changes to Irrevocable Trusts
Kristen Simmons

Member, Attorney

Simmons Freeman LLC

Heidi Freeman

Member

Simmons Freeman LLC

(1h 15m)
NAA2214. Private Company Council - Part 1
Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Fred Cannon

Board Member

FASB

Adam Roark

Director, Assurance Innovation and Methodology

DHG

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

(1h 15m)
PFP2217. Retirement Best Ideas Panel
David Blanchett

Head of Retirement Research

PGIM

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

Bob Veres

Editor

Inside Information

(1h 15m)
PFP2218. Healthcare Planning for Early Retirement
Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

(1h 15m)
PST2206. Cybersecurity Threat Landscape, Risk Management and Incident Response
Steven Ursillo

Partner | National Leader Information Assurance and Cybersecurity

Cherry Bekaert LLP

(1h 15m)
PST2207. Tax season debrief
Nicole Davis

Founder and CEO

Butler-Davis

Byron Patrick

General Manager

Botkeeper

3:00 PM
(45m)
Networking Break
4:00 PM
(1h 15m)
EDGE2205. Owning Your Mistakes Builds Trust
Tonya Moffitt

Managing Partner

Merina+Co

(1h 15m)
ENG2215. Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)
Ori Epstein

Tax Partner

Aprio, LLP

Ron Quaranta

Founder and Chairman

Wall Street Blockchain Alliance

Sean Stein Smith

Professor

Lehman College (CUNY)

(1h 15m)
ENG2216. Using Power BI with Quickbooks Online and other Accounting Software (NAA, PST, FIN)
William Thomas

W. Stewart Thomas, CPA, CGMA, PhD

University of North Carolina at Pembroke

(1h 15m)
EST2212. Income Tax Planning for Trusts
Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

(1h 15m)
EST2213. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Irene Estrada

Managing Director

PwC

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

Eileen Sherr

Director - AICPA Tax Policy & Advocacy

AICPA

(1h 15m)
FIN2207. Is Your Control Environment Under Control?
Jason Young

Corporate Controller

Cask NX

Michael Leon

Chief Accounting Officer & Corporate Controller

Sealed Air

(1h 15m)
NAA2215. Private Company Council - Part 2
Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Fred Cannon

Board Member

FASB

Adam Roark

Director, Assurance Innovation and Methodology

DHG

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

(1h 15m)
PFP2219. Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation
Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Julie Welch

Shareholder and Director

Meara Welch Browne, P.C.

Daniel Rubin

Partner

Farrell Fritz, P.C.

(1h 15m)
PST2209. Remote Workforce: Computing and Compliance Challenges & Best Practices
Joe Gutierrez

CIO

Berkowitz, Pollack Brant Advisors + CPAs

Amel Edmond

Chief Information Officer

Withum

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Bob Fink

Partner

Honkamp Krueger & Co

(1h 15m)
PST2210. PCPS Roundtables - Collaborate with firms of your size (ONSITE ONLY)
Orumé Hays

Founder & Managing Director

Hays CPA

Chad Allen

Partner

Hutchins & Haake, LLC

Robert Allen

President

The Allen CPA Firm, PLLC

(1h 15m)
TAX2203. Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs
Thomas Brinker

Adjunct Professor of Taxation and Special Needs Planning /Professor of Accounting ChSNC® Program Director Director of the American College Center for Special Needs

The American College/Arcadia University

5:00 PM
(1h)
Networking Reception

Wednesday, June 8, 2022

7:00 AM
8:00 AM
(1h)
Breakfast
(15m)
ENGAGE Morning Studio
9:00 AM
(1h 15m)
ENGK2202. Keynote: Professional Issues Update
Erik Asgeirsson

President & CEO

CPA.com

Susan Coffey

Chief Executive Officer - Public Accounting

Association of International Certified Professional Accountants

Anoop Mehta

President

Science Systems and Applications, Inc.

Barry Melancon

President and CEO

AICPA

10:00 AM
(1h 15m)
ENGK2203. Keynote: Leadership: Currency, Change & Creating a Powerful Presence
Carla Harris

Managing Director and Senior Client Advisor

Morgan Stanley

Jill Schlesinger

Business Analyst

CBS News

12:00 PM
(2h)
Lunch
(6h)
Registration
(6h)
Exhibit Hall Open
(25m)
ENG22EL17. Education Lab #1 (12:30) .cpa Branding and Business Development for the Accounting Firm in Today’s Digital World
Colette Sharbaugh

Vice President, Marketing & Communications

cpa.com

Chris Cromer

Director of Operations

CPA.com

(1h 30m)
ENG2226. Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond (All Tracks)
Barry Payne

Director - External Relations, Management Accounting

Association of International Certified Professional Accountants

Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

(2h)
Virtual Caricatures
2:00 PM
(1h 15m)
EDGE2206. 3 Simple Ways to Make Your Employees Never Want to Leave
Susan Stutzel

Leadership Coach

PartnersCoach

(1h 15m)
ENG2217. Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)
Karly Laughlin

Principal

Belfint, Lyons & Shuman, P.A.

Jordon Rosen

Director

BLS CPA

(1h 15m)
ENG2218. AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)
Lexy Kessler

Partner

Aronson LLC

Trisha Nomura

Owner

Ascend Consulting LLC

Anna Mok

President & CEO

Ascend

Lindsay Stevenson

Chief Transformation Officer

BPM LLP

(1h 15m)
ENG2219. An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN)
Justin Mannhardt

Solution Architect

P3 Adaptive

Evan Rhodes

Director, Client Services

P3 Adaptive

(1h 15m)
EST2214. IRS Update and Dialogue on Estate and Gift Taxes - Form 706 and 709
Lisa Piehl - Invited

Program Manager, Estate and Gift Tax Policy

IRS

(1h 15m)
NAA2216. Employee Benefit Plan Audit Update
Josie Hammond

National Director of Employee Benefit Plans

RSM US LLP

Michael Auerbach

Chief Accountant

Employee Benefits Security Administration, U.S. D

(1h 15m)
NAA2217. Accounting and Auditing for Digital Assets
Sean Prince

Partner, National Office

Crowe LLP

Yoland Sinclair

Audit Senior Manager

Deloitte

(1h 15m)
PST2211. Starting a "Technology Focused" Advisory Practice - Where to Begin
Donny Shimamoto

Founder and Managing Director

IntrapriseTechKnowlogies LLC

Elizabeth Mason

CEO and Founder

High Rock Accounting

(1h 15m)
PST2212. The “Big Eight”: What Firms Must Have to Create Unity and Success
Gary Thomson

Managing Partner

Thomson Consulting, LLC

(1h 15m)
TAX2210. Demistyfying Distributable Net Income
Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

3:00 PM
(1h 15m)
ENG2220. Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)
Natalie Perry

Partner

Harrison & Held LLP

Paige Goepfert

Managing Director

Andersen

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

(1h 15m)
ENG2221. Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)
Dien Yuen

Executive Director, Center for Philanthropy & Social Impact

The American College of Financial Services

(1h 15m)
ENG2222. Quality Management (NAA, PST)
Ahava Goldman

Associate Director

AICPA

Sara Lord

Chief Auditor

RSM US LLP

(1h 15m)
FIN2208. Change Leadership in the 21st Century
David DeFreitas

Group CFO

Caterpillar

(1h 15m)
NAA2218. Profits Interests - Special Issues Related to Accounting for Partnerships
Adam Roark

Director, Assurance Innovation and Methodology

DHG

(1h 15m)
NAA2219. Enhancing Internal Control Assessments: Efficiency, Effectiveness and Compliance
Lynford Graham

Visiting Professor and Executive in Residence

Bentley University

Keith Peterka

Partner

Anchin

William Powers

Deputy Director (Retired)

PCAOB

(1h 15m)
PFP2222. Social Security with Medicare
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

(1h 15m)
PST2213. SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape
Steven Ursillo

Partner | National Leader Information Assurance and Cybersecurity

Cherry Bekaert LLP

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

(1h 15m)
TAX2208. Ethical Dilemmas in Representation
Megan Brackney

Partner

Kostelanetz & Fink, LLP

4:00 PM
(1h 15m)
Networking Reception
5:00 PM
(25m)
ENG22EL21. Education Lab #1 (5:00pm) - Pull up a chair — Tax season therapy for your practice health
April Walker

Lead Manager

AICPA

Brandon Lagarde

Director

Postlethwaite & Netterville

DANIEL MOORE

Owner

D.T. Moore & Company

(25m)
ENG22EL26. Education Lab #2 (5:35) All About PCPS: Finding Firm Practice Management Resources, presented by AICPA PCPS Section
Kari Hipsak

Senior Manager - Firm Services

Association of International Certified Professional Accountants

Thursday, June 9, 2022

6:00 AM
(1h)
Yoga with Amy Vetter (Onsite Only)
(1h 30m)
Continental Breakfast
(7h 10m)
Exhibit Hall Open
(9h 30m)
Registration
(15m)
ENGAGE Morning Studio
8:00 AM
(1h 15m)
DCPA2206. Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape
Mo Huda

Senior Manager

Moss Adams

Jeremiah LaRue

Product Marketing Manager

CPA.com

Diane Yetter

President and Founder

Sales Tax Institute & Yetter Tax

(1h 15m)
EDGE2208. Transforming a Broken Leadership Model
Sarah Elliott

Co-founder and Principal

Intend2Lead LLC

Brian Kush

Principal

Intend2Lead

(1h 15m)
ENG2206. Virtual Selling - Becoming a Financial Influencer
Janine Rogan

Founder

Wealth Building Academy Inc

(1h 15m)
ENG2223. Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Thalia Smith

Partner

Deloitte & Touche LLP

Okorie Ramsey

Vice President of Sarbanes/Oxley (SOX)

Kaiser Permanente

Guylaine Saint Juste

President & CEO

NABA

(1h 15m)
FIN2209. Economic Outlook
Thomas Jalics

Chief Market Strategist

Fifth Third Bank

(1h 15m)
PST2217. Small Firm Succession - Are you ready for the next wave of M&A
Terrence Putney

Partner

Whitman Transition Advisors

AMBER GOERING

President

Goering and Granatino, P.A.

Carl Peterson

VP - Small Firm Interests

AICPA

9:00 AM
(1h 15m)
DCPA2203. Evolving the Client Experience around Audit
Kyle Silverman

Head of Ecosystem

CaseWare International

Karl Busch

Senior Director - Product Management - Dynamic Audit Solution

AICPA

Kalil Merhib

Vice President, Growth & Professional Services

CPA.com

(1h 15m)
EDGE2209. The Four Most Important Words in Leadership
Rebekah Brown

Director of Development

The Maryland Association of CPAs

(1h 15m)
ENG2224. Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)
Ruth Reitmeier

Director of Coaching and Training

Doerr Institute at Rice University

Kassi Rushing

Director, Organizational Strategy & Employee Development

Blue Hen

Jeannine Brown

Chief Executive Officer

Everyday Organizational Designs

(1h 15m)
FIN2210. SEC & US GAAP Update
Eliot Powell

Capital Markets and Accounting Advisory Services - Director

PWC

(1h 15m)
FIN2213. Finance Innovation – Adding xFP&A to Your Capabilities
Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

Amy Radin

Independent Director, Growth Advisor, Award Winning Author

Pragmatic Innovation Partners

(1h 15m)
PST2219. Starting Your Own Firm - The "Must Have" Technology Stack
Brian Tankersley

Director, Strategic Relationships

K2 Enterprises

(1h 15m)
PST2220. Top 5 Partner Compensation Mistakes – and How to Fix Them
Kristen Rampe

Managing Principal

Rampe Consulting

(1h 15m)
TAX2204. Federal Tax Policy Update: Politics, Proposals and Prospects
Jeff Kummer

Managing Director

Deloitte Tax LLP

(1h 15m)
TAX2206. A Conversation About IRS Audits of High Wealth Individuals and their Related Entities
Spencer Paul

Tax Senior Manager

Deloitte

Debra Estrem

National Director, Tax Controversy

Deloitte Tax

10:00 AM
(40m)
Networking Break
11:00 AM
(2h)
Accounting Extravaganza - Exhibit Hall
(1h 15m)
EDGE2210. Innovation Lab: How to Prototype Your Firm’s Future
Matt Rampe

Principal

Rampe Consulting

(1h 15m)
FIN2211. Agile Finance Transformation Success and Lessons Learned
Eric Kinnoin

Senior Vice President of Finance

Oracle

(1h 15m)
FIN2212. CFO Guide to People & Performance Optimization
Terrell Turner

Managing Partner

TLTurner Group

Chris Ortega

CEO

Fresh FP&A

(1h 15m)
PST2222. Technology's Role in a CPA Firm Merger
Amanda Wilkie

Consultant

Boomer Consulting, Inc.

(1h 15m)
PST2223. Taking Your Office 365 ROI to the Next Level
John Higgins

Strategic Technology Advisor

CPA Crossings, LLC

(1h 15m)
PST2227. Improving Firm Profitability
William Pirolli

Chair, AICPA and Vice-Chair, Association

(1h 15m)
TAX2205. Is your Tax Manager an asset or a liability?
Jacob Bitz

Senior Accountant

Boyum Barenscheer, PLLP

Drew Wolf

Senior Accountant II

Boyum Barenscheer, PLLP

Chris Wittich

Partner

Boyum Barenscheer, PLLP

(1h 15m)
TAX2207. Global Investing and Information Reporting for High Net Worth Individuals
Chaya Siegfried

Lead, International Business Tax Services

Withum

12:00 PM
(1h)
Lunch
(1h)
The Feud
1:00 PM
(1h 15m)
DCPA2207. How to Price and Position FP&A Services
Adam Hale

Partner, COO

Summit CPA Group: A Division of Anders CPAs + Advisors

Mike Triantos

Head of Partnerships

Jirav

Ashley Doyen

CAS Product Account Manager

CPA.com

Robin Thieme

Founder, CEO & CAO (Chief Anticipation Officer)

KBS CFO, LLC

Chris Gallo

State & Local Tax Director

BerganKDV

(1h 15m)
EDGE2211. Building Positive Relationships to Create Effective Teams
Brent Forbush

Partner

Forbush and Associates

(1h 15m)
FIN2214. Social Intelligence
Paul Leroue

Principal/CMO

Wipfli

(1h 15m)
PST2224. The Mobile CPA / What's In My Bag?
Marc Staut

Chief Innovation & Information Officer

Boomer Consulting, Inc

(1h 15m)
TAX2201. General Business Tax Update
Tony Nitti

Partner - National Tax

EY

(1h 15m)
TAX2214. Real Estate Tax: Taxation of Real Estate Professionals
Annette Nellen

Professor

San Jose State University

3:00 PM
(50m)
FIN2215. Culture as a Competitive Advantage
Paul Leroue

Principal/CMO

Wipfli

(50m)
TAX2215. Best Tax Ideas Panel
Martin Finn

Partner

Lavelle and Finn, LLP

Jordon Rosen

Director

BLS CPA

Annette Nellen

Professor

San Jose State University

Julie Welch

Shareholder and Director

Meara Welch Browne, P.C.